    servers/
        marketing/
        serviceagent-crm
  

SC

ServiceAgent CRM

Unverified Claim & verify → Marketing

Search CRM contacts, deals, tasks, appointments, calls and workflows with workspace-scoped OAuth.

Visit website ↗ Try Remote Server

Overview Installation

Overview

ServiceAgent CRM is a Model Context Protocol server that lets you search and access your CRM data directly from AI assistants. Query contacts, deals, tasks, appointments, calls, and workflows using workspace-scoped OAuth authentication, turning your CRM into a set of tools your AI can invoke on your behalf.

The server runs as a remote endpoint at https://process.serviceagent.ai/v1/mcp with no local installation required. Version v1.0.0 is the current release. Authentication uses OAuth scoped to your workspace, ensuring secure access to your CRM data.

ServiceAgent CRM is listed in the Marketing category on mcp.site and works with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and others. Visit https://serviceagent.ai to learn more. If you maintain this server, claim this listing to verify ownership and keep information up to date.

▸Hosted endpoint — Streamable HTTP · https://process.serviceagent.ai/v1/mcp

Installation

Settings → Connectors → Add custom connector
Name: ServiceAgent CRM
URL:  https://process.serviceagent.ai/v1/mcp

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